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Mar 31, 2025
DigitalBridge Q1 2025 Earnings Report
DigitalBridge reported its first quarter 2025 financial results, showcasing strong financial performance with solid revenue and earnings growth, driven by new capital formation and continued margin improvement.
Key Takeaways
DigitalBridge delivered a strong first quarter in 2025, with total revenues reaching $45 million and Distributable Earnings of $55 million. The company also reported a significant increase in Fee-Earning Equity Under Management (FEEUM) and new capital formation, reinforcing its position in digital infrastructure.
Fee Revenues grew by 24% year-over-year to $90.2 million, primarily due to new capital formation in DBP series funds.
Fee Related Earnings (FRE) increased by 79% year-over-year to $35.0 million, aligning with 2025 guidance.
Distributable Earnings (DE) rose significantly by $52.5 million year-over-year to $54.7 million.
Fee-Earning Equity Under Management (FEEUM) increased by 15% year-over-year to $37.3 billion.
Revenue by Segment
Forward Guidance
DigitalBridge's forward guidance for 2025 focuses on continued growth in FEEUM, strategic investments in digital infrastructure, and expanding margins, all while supporting the accelerating growth of AI and cloud technologies.
Positive Outlook
- Achieve $40B+ of Fee-Earning Equity Under Management (FEEUM).
- Finalize flagship DBP Series and Credit fund.
- Launch new digital energy and data center strategies.
- Develop and launch a second 'private wealth' offering.
- Support the next phase of AI buildout and edge computing.
Challenges Ahead
- Potential for LP decision-making delays in fundraising due to macro conditions.
- Supply chain issues could lead to increased data center build costs (potentially +3-7% with 10-20% tariffs).
- Uncertainty regarding the full extent of current or future technology needs and related risks in AI Technologies.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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